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LONGISTICS RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameLONGISTICS RETIREMENT SAVINGS PLAN
Plan identification number 001

LONGISTICS RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LONGISTICS has sponsored the creation of one or more 401k plans.

Company Name:LONGISTICS
Employer identification number (EIN):561459142
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONGISTICS RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-10-01LDUANE LONG2021-10-22 LDUANE LONG2021-10-22
0012019-10-01DUANE LONG2020-11-05 DUANE LONG2020-11-05
0012018-10-01
0012017-10-01LDUANE LONG LDUANE LONG2019-02-11
0012016-10-01DUANE LONG DUANE LONG2018-02-09
0012015-10-01DUANE LONG DUANE LONG2017-04-13
0012014-10-01DUANE LONG DUANE LONG2016-06-07
0012013-10-01DUANE LONG DUANE LONG2015-03-17
0012012-10-01DUANE LONG DUANE LONG2014-07-07
0012011-10-01LDUANE LONG LDUANE LONG2013-04-30
0012009-10-01L DUANE LONG
0012008-10-01

Plan Statistics for LONGISTICS RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for LONGISTICS RETIREMENT SAVINGS PLAN

Measure Date Value
2018: LONGISTICS RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01106
Total number of active participants reported on line 7a of the Form 55002018-10-0182
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-019
Total of all active and inactive participants2018-10-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-0191
Number of participants with account balances2018-10-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0121
2017: LONGISTICS RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01106
Total number of active participants reported on line 7a of the Form 55002017-10-0187
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0116
Total of all active and inactive participants2017-10-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01103
Number of participants with account balances2017-10-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0121
2016: LONGISTICS RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01107
Total number of active participants reported on line 7a of the Form 55002016-10-01102
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-016
Total of all active and inactive participants2016-10-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01108
Number of participants with account balances2016-10-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-018
2015: LONGISTICS RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01151
Total number of active participants reported on line 7a of the Form 55002015-10-0184
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0110
Total of all active and inactive participants2015-10-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011
Total participants2015-10-0195
Number of participants with account balances2015-10-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0125
2014: LONGISTICS RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01106
Total number of active participants reported on line 7a of the Form 55002014-10-0194
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-015
Total of all active and inactive participants2014-10-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-011
Total participants2014-10-01100
Number of participants with account balances2014-10-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0118
2013: LONGISTICS RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01108
Total number of active participants reported on line 7a of the Form 55002013-10-0196
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-014
Total of all active and inactive participants2013-10-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01100
Number of participants with account balances2013-10-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0115
2012: LONGISTICS RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01148
Total number of active participants reported on line 7a of the Form 55002012-10-0196
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-016
Total of all active and inactive participants2012-10-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-011
Total participants2012-10-01103
Number of participants with account balances2012-10-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0141
2011: LONGISTICS RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01151
Total number of active participants reported on line 7a of the Form 55002011-10-01122
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-018
Total of all active and inactive participants2011-10-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-011
Total participants2011-10-01131
Number of participants with account balances2011-10-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0128
2009: LONGISTICS RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01142
Total number of active participants reported on line 7a of the Form 55002009-10-0195
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0111
Total of all active and inactive participants2009-10-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01106
Number of participants with account balances2009-10-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0132

Financial Data on LONGISTICS RETIREMENT SAVINGS PLAN

Measure Date Value
2019 : LONGISTICS RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$0
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total transfer of assets to this plan2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$221,853
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$222,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$205,301
Value of total corrective distributions2019-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$128,399
Value of total assets at end of year2019-09-30$2,278,382
Value of total assets at beginning of year2019-09-30$2,279,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$17,172
Total income from rents2019-09-30$0
Total interest from all sources2019-09-30$5,113
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$0
Administrative expenses professional fees incurred2019-09-30$0
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Amount of non-exempt transactions with any party-in-interest2019-09-30$0
Contributions received from participants2019-09-30$128,399
Participant contributions at end of year2019-09-30$3,268
Participant contributions at beginning of year2019-09-30$2,637
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$0
Other income not declared elsewhere2019-09-30$16,687
Administrative expenses (other) incurred2019-09-30$0
Liabilities. Value of operating payables at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-620
Value of net assets at end of year (total assets less liabilities)2019-09-30$2,278,382
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$2,279,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-09-30$0
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-09-30$0
Investment advisory and management fees2019-09-30$0
Value of interest in pooled separate accounts at end of year2019-09-30$1,696,712
Value of interest in pooled separate accounts at beginning of year2019-09-30$1,724,409
Income. Interest from loans (other than to participants)2019-09-30$0
Interest earned on other investments2019-09-30$5,113
Income. Interest from US Government securities2019-09-30$0
Income. Interest from corporate debt instruments2019-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$578,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$551,956
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$0
Net investment gain/loss from pooled separate accounts2019-09-30$71,654
Net investment gain or loss from common/collective trusts2019-09-30$0
Net gain/loss from 103.12 investment entities2019-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$0
Employer contributions (assets) at end of year2019-09-30$0
Employer contributions (assets) at beginning of year2019-09-30$0
Income. Dividends from preferred stock2019-09-30$0
Income. Dividends from common stock2019-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$205,301
Contract administrator fees2019-09-30$17,172
Liabilities. Value of benefit claims payable at beginning of year2019-09-30$0
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$0
Aggregate carrying amount (costs) on sale of assets2019-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30THOMAS, JUDY & TUCKER, P.A.
Accountancy firm EIN2019-09-30561965804
2018 : LONGISTICS RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$0
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total transfer of assets to this plan2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$201,895
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$161,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$143,219
Value of total corrective distributions2018-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$119,008
Value of total assets at end of year2018-09-30$2,279,002
Value of total assets at beginning of year2018-09-30$2,238,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$18,151
Total income from rents2018-09-30$0
Total interest from all sources2018-09-30$3,709
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$0
Administrative expenses professional fees incurred2018-09-30$0
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Amount of non-exempt transactions with any party-in-interest2018-09-30$0
Contributions received from participants2018-09-30$119,008
Participant contributions at end of year2018-09-30$2,637
Participant contributions at beginning of year2018-09-30$3,402
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$0
Other income not declared elsewhere2018-09-30$-20,822
Administrative expenses (other) incurred2018-09-30$0
Liabilities. Value of operating payables at beginning of year2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$40,525
Value of net assets at end of year (total assets less liabilities)2018-09-30$2,279,002
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$2,238,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-09-30$0
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-09-30$0
Investment advisory and management fees2018-09-30$0
Value of interest in pooled separate accounts at end of year2018-09-30$1,724,409
Value of interest in pooled separate accounts at beginning of year2018-09-30$1,678,013
Income. Interest from loans (other than to participants)2018-09-30$0
Interest earned on other investments2018-09-30$3,709
Income. Interest from US Government securities2018-09-30$0
Income. Interest from corporate debt instruments2018-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$551,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$557,062
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$0
Net investment gain/loss from pooled separate accounts2018-09-30$100,000
Net investment gain or loss from common/collective trusts2018-09-30$0
Net gain/loss from 103.12 investment entities2018-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$0
Employer contributions (assets) at end of year2018-09-30$0
Employer contributions (assets) at beginning of year2018-09-30$0
Income. Dividends from preferred stock2018-09-30$0
Income. Dividends from common stock2018-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$143,219
Contract administrator fees2018-09-30$18,151
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$0
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$0
Aggregate carrying amount (costs) on sale of assets2018-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30THOMAS, JUDY AND TUCKER PA
Accountancy firm EIN2018-09-30561965804
2017 : LONGISTICS RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$0
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total transfer of assets to this plan2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$373,145
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$79,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$63,756
Value of total corrective distributions2017-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$233,170
Value of total assets at end of year2017-09-30$2,238,477
Value of total assets at beginning of year2017-09-30$1,944,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$15,755
Total income from rents2017-09-30$0
Total interest from all sources2017-09-30$1,953
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$0
Administrative expenses professional fees incurred2017-09-30$0
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Amount of non-exempt transactions with any party-in-interest2017-09-30$0
Contributions received from participants2017-09-30$133,170
Participant contributions at end of year2017-09-30$3,402
Participant contributions at beginning of year2017-09-30$2,096
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$0
Other income not declared elsewhere2017-09-30$1,694
Administrative expenses (other) incurred2017-09-30$0
Liabilities. Value of operating payables at beginning of year2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$293,634
Value of net assets at end of year (total assets less liabilities)2017-09-30$2,238,477
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$1,944,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-09-30$0
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-09-30$0
Investment advisory and management fees2017-09-30$0
Value of interest in pooled separate accounts at end of year2017-09-30$1,678,013
Value of interest in pooled separate accounts at beginning of year2017-09-30$1,394,196
Income. Interest from loans (other than to participants)2017-09-30$0
Interest earned on other investments2017-09-30$1,953
Income. Interest from US Government securities2017-09-30$0
Income. Interest from corporate debt instruments2017-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$557,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$548,551
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$0
Net investment gain/loss from pooled separate accounts2017-09-30$136,328
Net investment gain or loss from common/collective trusts2017-09-30$0
Net gain/loss from 103.12 investment entities2017-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30Yes
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$100,000
Employer contributions (assets) at end of year2017-09-30$0
Employer contributions (assets) at beginning of year2017-09-30$0
Income. Dividends from preferred stock2017-09-30$0
Income. Dividends from common stock2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$63,756
Contract administrator fees2017-09-30$15,755
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$0
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$0
Aggregate carrying amount (costs) on sale of assets2017-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30THOMAS, JUDY & TUCKER, P.A.
Accountancy firm EIN2017-09-30561965804
2016 : LONGISTICS RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$0
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total transfer of assets to this plan2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$325,740
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$265,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$248,949
Value of total corrective distributions2016-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$218,703
Value of total assets at end of year2016-09-30$1,944,843
Value of total assets at beginning of year2016-09-30$1,884,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$16,912
Total income from rents2016-09-30$0
Total interest from all sources2016-09-30$2,011
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$0
Administrative expenses professional fees incurred2016-09-30$0
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Amount of non-exempt transactions with any party-in-interest2016-09-30$0
Contributions received from participants2016-09-30$118,126
Participant contributions at end of year2016-09-30$2,096
Participant contributions at beginning of year2016-09-30$1,224
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$577
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$0
Other income not declared elsewhere2016-09-30$3,622
Administrative expenses (other) incurred2016-09-30$0
Liabilities. Value of operating payables at beginning of year2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$59,879
Value of net assets at end of year (total assets less liabilities)2016-09-30$1,944,843
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$1,884,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-09-30$0
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-09-30$0
Investment advisory and management fees2016-09-30$0
Value of interest in pooled separate accounts at end of year2016-09-30$1,394,196
Value of interest in pooled separate accounts at beginning of year2016-09-30$1,336,893
Income. Interest from loans (other than to participants)2016-09-30$0
Interest earned on other investments2016-09-30$2,011
Income. Interest from US Government securities2016-09-30$0
Income. Interest from corporate debt instruments2016-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$548,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$546,847
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$0
Net investment gain/loss from pooled separate accounts2016-09-30$101,404
Net investment gain or loss from common/collective trusts2016-09-30$0
Net gain/loss from 103.12 investment entities2016-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30Yes
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$100,000
Employer contributions (assets) at end of year2016-09-30$0
Employer contributions (assets) at beginning of year2016-09-30$0
Income. Dividends from preferred stock2016-09-30$0
Income. Dividends from common stock2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$248,949
Contract administrator fees2016-09-30$16,912
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$0
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$0
Aggregate carrying amount (costs) on sale of assets2016-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30THOMAS JUDY & TUCKER, P.A.
Accountancy firm EIN2016-09-30561965804
2015 : LONGISTICS RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$0
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total transfer of assets to this plan2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$115,362
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$92,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$78,339
Value of total corrective distributions2015-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$120,920
Value of total assets at end of year2015-09-30$1,884,964
Value of total assets at beginning of year2015-09-30$1,861,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$13,949
Total income from rents2015-09-30$0
Total interest from all sources2015-09-30$1,782
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$0
Administrative expenses professional fees incurred2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Amount of non-exempt transactions with any party-in-interest2015-09-30$0
Contributions received from participants2015-09-30$120,920
Participant contributions at end of year2015-09-30$1,224
Participant contributions at beginning of year2015-09-30$1,919
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$0
Other income not declared elsewhere2015-09-30$-7,595
Administrative expenses (other) incurred2015-09-30$0
Liabilities. Value of operating payables at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$23,074
Value of net assets at end of year (total assets less liabilities)2015-09-30$1,884,964
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$1,861,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-09-30$0
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-09-30$0
Investment advisory and management fees2015-09-30$0
Value of interest in pooled separate accounts at end of year2015-09-30$1,336,893
Value of interest in pooled separate accounts at beginning of year2015-09-30$1,313,672
Income. Interest from loans (other than to participants)2015-09-30$0
Interest earned on other investments2015-09-30$1,782
Income. Interest from US Government securities2015-09-30$0
Income. Interest from corporate debt instruments2015-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$546,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$546,299
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$0
Net investment gain/loss from pooled separate accounts2015-09-30$255
Net investment gain or loss from common/collective trusts2015-09-30$0
Net gain/loss from 103.12 investment entities2015-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30Yes
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$0
Employer contributions (assets) at end of year2015-09-30$0
Employer contributions (assets) at beginning of year2015-09-30$0
Income. Dividends from preferred stock2015-09-30$0
Income. Dividends from common stock2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$78,339
Contract administrator fees2015-09-30$13,949
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$0
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$0
Aggregate carrying amount (costs) on sale of assets2015-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30THOMAS, JUDY & TUCKER, P.A
Accountancy firm EIN2015-09-30561965804
2014 : LONGISTICS RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$0
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total transfer of assets to this plan2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$189,371
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$282,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$264,339
Value of total corrective distributions2014-09-30$2,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$78,113
Value of total assets at end of year2014-09-30$1,861,890
Value of total assets at beginning of year2014-09-30$1,954,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$14,971
Total income from rents2014-09-30$0
Total interest from all sources2014-09-30$2,371
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$0
Administrative expenses professional fees incurred2014-09-30$0
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Amount of non-exempt transactions with any party-in-interest2014-09-30$0
Contributions received from participants2014-09-30$78,113
Participant contributions at end of year2014-09-30$1,919
Participant contributions at beginning of year2014-09-30$2,542
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$0
Other income not declared elsewhere2014-09-30$935
Administrative expenses (other) incurred2014-09-30$0
Liabilities. Value of operating payables at beginning of year2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-92,873
Value of net assets at end of year (total assets less liabilities)2014-09-30$1,861,890
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$1,954,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-09-30$0
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-09-30$0
Investment advisory and management fees2014-09-30$0
Value of interest in pooled separate accounts at end of year2014-09-30$1,313,672
Value of interest in pooled separate accounts at beginning of year2014-09-30$1,409,265
Income. Interest from loans (other than to participants)2014-09-30$0
Interest earned on other investments2014-09-30$2,371
Income. Interest from US Government securities2014-09-30$0
Income. Interest from corporate debt instruments2014-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$546,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$542,956
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$0
Net investment gain/loss from pooled separate accounts2014-09-30$107,952
Net investment gain or loss from common/collective trusts2014-09-30$0
Net gain/loss from 103.12 investment entities2014-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$0
Employer contributions (assets) at end of year2014-09-30$0
Employer contributions (assets) at beginning of year2014-09-30$0
Income. Dividends from preferred stock2014-09-30$0
Income. Dividends from common stock2014-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$264,339
Contract administrator fees2014-09-30$14,971
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$0
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$0
Aggregate carrying amount (costs) on sale of assets2014-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30THOMAS, JUDY & TUCKER, P.A.
Accountancy firm EIN2014-09-30561965804
2013 : LONGISTICS RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$0
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total transfer of assets to this plan2013-09-30$0
Total transfer of assets from this plan2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$213,835
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$233,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$219,045
Value of total corrective distributions2013-09-30$133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$93,701
Value of total assets at end of year2013-09-30$1,954,763
Value of total assets at beginning of year2013-09-30$1,974,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$14,770
Total income from rents2013-09-30$0
Total interest from all sources2013-09-30$2,527
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$0
Administrative expenses professional fees incurred2013-09-30$0
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Amount of non-exempt transactions with any party-in-interest2013-09-30$0
Contributions received from participants2013-09-30$93,701
Participant contributions at end of year2013-09-30$2,542
Participant contributions at beginning of year2013-09-30$2,223
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$0
Other income not declared elsewhere2013-09-30$764
Administrative expenses (other) incurred2013-09-30$0
Liabilities. Value of operating payables at beginning of year2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$-20,113
Value of net assets at end of year (total assets less liabilities)2013-09-30$1,954,763
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$1,974,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-09-30$0
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-09-30$0
Investment advisory and management fees2013-09-30$0
Value of interest in pooled separate accounts at end of year2013-09-30$1,409,265
Value of interest in pooled separate accounts at beginning of year2013-09-30$1,333,975
Income. Interest from loans (other than to participants)2013-09-30$0
Interest earned on other investments2013-09-30$2,527
Income. Interest from US Government securities2013-09-30$0
Income. Interest from corporate debt instruments2013-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$542,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$538,678
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$0
Net investment gain/loss from pooled separate accounts2013-09-30$116,843
Net investment gain or loss from common/collective trusts2013-09-30$0
Net gain/loss from 103.12 investment entities2013-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$0
Employer contributions (assets) at end of year2013-09-30$0
Employer contributions (assets) at beginning of year2013-09-30$100,000
Income. Dividends from preferred stock2013-09-30$0
Income. Dividends from common stock2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$219,045
Contract administrator fees2013-09-30$14,770
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$0
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$0
Aggregate carrying amount (costs) on sale of assets2013-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30THOMAS, JUDY & TUCKER, P.A.
Accountancy firm EIN2013-09-30561965804
2012 : LONGISTICS RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$0
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets to this plan2012-09-30$0
Total transfer of assets from this plan2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$426,727
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$61,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$49,307
Value of total corrective distributions2012-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$291,624
Value of total assets at end of year2012-09-30$1,974,876
Value of total assets at beginning of year2012-09-30$1,610,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$12,545
Total income from rents2012-09-30$0
Total interest from all sources2012-09-30$3,072
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$0
Administrative expenses professional fees incurred2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$250,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Amount of non-exempt transactions with any party-in-interest2012-09-30$0
Contributions received from participants2012-09-30$76,959
Participant contributions at end of year2012-09-30$2,223
Participant contributions at beginning of year2012-09-30$1,404
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$14,665
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$0
Other income not declared elsewhere2012-09-30$-2,933
Administrative expenses (other) incurred2012-09-30$0
Liabilities. Value of operating payables at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$364,875
Value of net assets at end of year (total assets less liabilities)2012-09-30$1,974,876
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$1,610,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-09-30$0
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-09-30$0
Investment advisory and management fees2012-09-30$0
Value of interest in pooled separate accounts at end of year2012-09-30$1,333,975
Value of interest in pooled separate accounts at beginning of year2012-09-30$1,075,332
Income. Interest from loans (other than to participants)2012-09-30$0
Interest earned on other investments2012-09-30$3,072
Income. Interest from US Government securities2012-09-30$0
Income. Interest from corporate debt instruments2012-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$538,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$533,265
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$0
Net investment gain/loss from pooled separate accounts2012-09-30$134,964
Net investment gain or loss from common/collective trusts2012-09-30$0
Net gain/loss from 103.12 investment entities2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$200,000
Employer contributions (assets) at end of year2012-09-30$100,000
Employer contributions (assets) at beginning of year2012-09-30$0
Income. Dividends from preferred stock2012-09-30$0
Income. Dividends from common stock2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$49,307
Contract administrator fees2012-09-30$12,545
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$0
Aggregate carrying amount (costs) on sale of assets2012-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30THOMAS, JUDY & TUCKER, P.A.
Accountancy firm EIN2012-09-30561965804
2011 : LONGISTICS RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$0
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total transfer of assets to this plan2011-09-30$0
Total transfer of assets from this plan2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$159,536
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$65,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$54,284
Value of total corrective distributions2011-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$148,093
Value of total assets at end of year2011-09-30$1,610,001
Value of total assets at beginning of year2011-09-30$1,516,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$11,624
Total income from rents2011-09-30$0
Total interest from all sources2011-09-30$7,185
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$0
Administrative expenses professional fees incurred2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$250,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Amount of non-exempt transactions with any party-in-interest2011-09-30$0
Contributions received from participants2011-09-30$48,093
Participant contributions at end of year2011-09-30$1,404
Participant contributions at beginning of year2011-09-30$398
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$0
Other income not declared elsewhere2011-09-30$255
Administrative expenses (other) incurred2011-09-30$0
Liabilities. Value of operating payables at beginning of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$93,628
Value of net assets at end of year (total assets less liabilities)2011-09-30$1,610,001
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$1,516,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-09-30$0
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-09-30$0
Investment advisory and management fees2011-09-30$0
Value of interest in pooled separate accounts at end of year2011-09-30$1,075,332
Value of interest in pooled separate accounts at beginning of year2011-09-30$995,204
Income. Interest from loans (other than to participants)2011-09-30$0
Interest earned on other investments2011-09-30$7,185
Income. Interest from US Government securities2011-09-30$0
Income. Interest from corporate debt instruments2011-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$533,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$520,771
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$0
Net investment gain/loss from pooled separate accounts2011-09-30$4,003
Net investment gain or loss from common/collective trusts2011-09-30$0
Net gain/loss from 103.12 investment entities2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$100,000
Employer contributions (assets) at end of year2011-09-30$0
Employer contributions (assets) at beginning of year2011-09-30$0
Income. Dividends from preferred stock2011-09-30$0
Income. Dividends from common stock2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$54,284
Contract administrator fees2011-09-30$11,624
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$0
Aggregate carrying amount (costs) on sale of assets2011-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30THOMAS, JUDY & TUCKER, P.A.
Accountancy firm EIN2011-09-30561965804
2010 : LONGISTICS RETIREMENT SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for LONGISTICS RETIREMENT SAVINGS PLAN

2018: LONGISTICS RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: LONGISTICS RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: LONGISTICS RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: LONGISTICS RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: LONGISTICS RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: LONGISTICS RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: LONGISTICS RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: LONGISTICS RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2009: LONGISTICS RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes
2008: LONGISTICS RETIREMENT SAVINGS PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number439416
Policy instance 1
Insurance contract or identification number439416
Number of Individuals Covered91
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $5,659
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,659
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number439416
Policy instance 1
Insurance contract or identification number439416
Number of Individuals Covered103
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $5,753
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number439416
Policy instance 1
Insurance contract or identification number439416
Number of Individuals Covered95
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $4,974
Total amount of fees paid to insurance companyUSD $206
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,832
Amount paid for insurance broker fees206
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMAPLES, VERNON C.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number439416
Policy instance 1
Insurance contract or identification number439416
Number of Individuals Covered100
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $4,923
Total amount of fees paid to insurance companyUSD $128
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,923
Amount paid for insurance broker fees128
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMCKAY, SONYA S.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number439416
Policy instance 1
Insurance contract or identification number439416
Number of Individuals Covered100
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $4,976
Total amount of fees paid to insurance companyUSD $214
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,976
Amount paid for insurance broker fees214
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMCKAY, SONYA S.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number439416
Policy instance 1
Insurance contract or identification number439416
Number of Individuals Covered103
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $4,936
Total amount of fees paid to insurance companyUSD $197
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,936
Amount paid for insurance broker fees197
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMCKAY, SONYA S.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number439416
Policy instance 1
Insurance contract or identification number439416
Number of Individuals Covered131
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $3,451
Total amount of fees paid to insurance companyUSD $168
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number439416
Policy instance 1
Insurance contract or identification number439416
Number of Individuals Covered129
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $4,088
Total amount of fees paid to insurance companyUSD $164
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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